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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,274 | $233,278-44.2% | $379,314-65.7% | $233,076-44.1% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | -6.11% | -2.89%-3.2pp | -2.18%-3.9pp | -82.67%+76.6pp |
| Employer contribution / active EE | $24,091 | $50,326-52.1% | $38,751-37.8% | $43,771-45.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $128 | $4,632-97.2% | $4,180-96.9% | $11,204-98.9% |